Forecasting for Improved Profits

Description

A successful organization has a vision that describes the direction and overriding goal for an organization. The vision must be evaluated, critiqued, and measured. Forecasting and projections will be an integral part of determining the viability of
the vision. This course will provide tools and techniques for CPAs to learn and improve forecasting and projection methodologies to help their company reach its goals.

Learning Objectives

Recall the basics of planning and forecasting financial statements. • Recognize the key drivers of financial performance.
• Apply scenario analysis to your planning.
• Recognize how to analyze projected or forecasted financial statements. • Identify the best method to present and communicate business projections.

Major Topics

Overview of the forecasting process
• Driver based planning
• Monte Carlo simulations
• Integrating projections and performance management
• Budgets, annual operating plans, rolling forecasts, and zero based budgeting
• The power of visual presentations

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
Future Ready
CPE Field of Study
Finance
4
Who Should Attend

Financial professionals
responsible for preparing financial forecasts, controllers, and CFOs

Instructor(s)
Joselin Martin
Prerequisites

Previous experience in financial forecasting

Advanced Preparation

None

Location
LIVE-ONLINE Webcast
Event Information
When
Oct 24, 2022
8:00 am - 11:30 am EDT
Location
LIVE-ONLINE Webcast
Total CPE Credits
4
Format
Live Webcast

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$160.00

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$210.00
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Forecasting for Improved Profits


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